Managers of Wealth Americas

Citizens Releases Inaugural Climate Report

Report details the latest in Citizens’ commitment to a more sustainable future

M&T Bank Gives $100,000 to Assist Latino Small-Business Owners in Southern Delaware

Funding will support La Plaza Delaware's entrepreneur development program

Truist and Truist Foundation announce $4.5 million in grants to strengthen Texas' racially diverse small business ecosystem

Truist Chairman and CEO Bill Rogers, Truist Foundation President Lynette Bell and Truist Regional President Bill Toomey joined PeopleFund President and CEO Gustavo Lasala for the grant announcement at East End Maker Hub today.

Estancia makes strategic investment in InvestorCOM

Reeve added: “InvestorCOM’s experienced management team will remain in place and continue to support InvestorCOM’s strong client service model.”

Time to Rethink Retirement Investing: T. Rowe Price

According to the panel, which included a number of senior T. Rowe Price portfolio managers and retirement strategists

Alternative investments manager Ballast Rock joins RIA game

Ballast Rock Private Wealth will operate independently of Ballast Rock Asset Management, but both firms focus on offering alts to wealthy investors.

LGT Capital Partners opens San Francisco office

Through its new presence in California, LGT Capital Partners is expanding its North American investment coverage and global client service.

ICBC projected to lose $298 million

The implementation of the no-fault regime was meant to help stabilize ICBC’s financial situation, noted Sutherland, pointing to how the model enabled ICBC to spend 30% less on what it provides to accident victims.

Scotia Global Asset Management announces estimated year-end reinvested distributions for Scotia ETFs

These are estimates only and have been calculated based upon forward-looking information, so the actual distributions may differ materially from these estimates.

State Street Corporation – Consensus Indicates Potential 3.0% Upside

State Street Corporation, through its subsidiaries, provides a range of financial products and services to institutional investors worldwide.

Arthur J. Gallagher & Co. Acquires Bulen & Associates Insurance Services, Inc.

Bulen & Associates is a retail property/casualty insurance agency serving commercial clients and individuals in southern California.

Regions Bank Launches Multi-Assets Solutions Group

United team further differentiates Regions’ investment professionals through macroeconomic and market research, investment strategy, and more.

Avisa Partners Acquires Top Intelligence Firm to Bring Comprehensive Global Investigations Offering to Clients

Acquisition of Forward Risk latest example of Avisa Partners’ High-Growth Expansion Strategy

CI Global Asset Management Launches CI Global Investment Grade Fund

Fund provides access to the award-winning expertise of a leading fixed-income investment team

Davidson Investment Advisors to Acquire Caprin Asset Management

Caprin specializes in municipal and taxable fixed income investments, and manages approximately $1.3 billion in client assets.

Asset manager claims Geneva PM's boutique could not be run with ‘sound business practices’

Fallout from the failure of Phaeacian Partners continues.

Suntera Global wins at Global Custodian Industry Leaders Awards

The award win highlights Suntera Global’s fund servicing credentials following a period of expansion and growth

Westwood closes $60m acquisition of Salient’s asset management arm

Westwood’s capabilities in the fields of energy infrastructure, tactical equity, real estate, and distribution have also increased.

Apollo Closes on $2.4 Billion for Inaugural Accord+ Fund

Commitments Bring Total Fundraising for Accord Family of Funds to Approx. $11bn Since Inception

Column: Hedge funds to Fed: you win: McGeever

Hedge funds take positions in short-dated U.S. rates and bonds futures for hedging purposes

Alternative Investments